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Wealth Management

Preparing for the Wave of Tax Law Change

With highly anticipated tax law changes on the horizon, it is important to adjust your personal tax

and estate planning accordingly.

Upcoming Potential Tax Law Changes

On July 14, 2021, three of Wilmington Trust’s top wealth planning thought leaders discussed how the upcoming tax law changes may affect your planning. Alvina Lo moderated the one-hour program, featuring Director of Income Tax Planning Tom Kelley and Director of Wealth Strategies Matthew Lee. Watch the webinar as these leading experts provide actionable strategies to help you plan for the potential wave of proposed changes to federal income and transfer tax laws.

Contact Alvina, Matthew, or Tom if you have any questions about this webinar, or if we can further assist you with tax planning before year end.

Download the Webinar Presentation.

Watch the Webinar

This webinar, while similar to the original, has been re-recorded to remove the interactive portions and allow for a more seamless viewing.

Related Insights

Preparing for the Wave of Tax Law Change
Cailin MacLean and Thomas Kelley, CPA, CFP®, AEP®
With potential tax law changes on the horizon, now is a good time to be certain you are informed and prepared. As fiscal stimulus and relief plans continue, Congress and the presidential administration have given guidance on how the revenue needs will be met. With highly anticipated potential tax law changes on the horizon, it may be wise to review proposals that could affect your future planning.
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Contact an Expert

Have a question about the potential new tax laws?

Wilmington Trust is not authorized to and does not provide legal or accounting advice. Wilmington Trust does not provide tax advice, except where we have agreed to provide tax preparation services to you. Our advice and recommendations provided to you are illustrative only and subject to the opinions and advice of your own attorney, tax advisor, or other professional advisor.

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